BookWorks Implementation

Built around
your operation,
not a template.

Every BookWorks implementation is scoped to fit the way your business actually runs — your existing systems, your data, your team, your go-live date. We've never done two implementations exactly alike, and we're not going to start now.

Dedicated Project ManagerData Conversion IncludedDTN Setup & IntegrationPDI / FACTOR Migration Experience
Implementation Project PlanIn Progress
Acme Petroleum Distributors
Wholesale · Home Heat · Cardlock · Migrating from PDI/FACTOR
On Track ✓
Project Milestones
Discovery & Information GatheringWk 1–2
Initial Data Conversion & System SetupWk 3–5
Software Deployment & DTN IntegrationWk 6–8
Continued Data Deployment & BenchmarkingWk 9–11
TrainingWk 12–13
Go-LiveWk 14
Your Key Information Technologies Team
H
PMProject Manager
G
H&NHardware & Networking
J
JeffExecutive Manager
Our Approach

We design every
implementation from
scratch.

There is no "standard" BookWorks implementation. Your operation is a unique combination of products, customers, pricing structures, states, tax jurisdictions, third-party integrations, and legacy system history. We design your project plan around what's actually true about your business.

What doesn't change is who you work with, and how we work: a dedicated project manager, a clear plan, honest timelines, and the same team from kickoff through go-live.

What we don't do
Assign you a ticket number and a generic timeline
Use a one-size-fits-all project template for every client
Hand you off to a different team at go-live
Charge extra every time your scope differs from "standard"
What we do
Assign a named project manager to your account
Scope the plan around your specific operation and data
Stay with you through training and the first month-end close
Build the implementation around your go-live goal
What shapes your implementation scope

When we scope your project, we look at the full picture of your operation — not just "how many users" but how your business actually works and what it will take to get BookWorks running it correctly from day one.

🗂️
Your existing system and data

What system are you migrating from? How clean is the data? How many customers, vendors, inventory items, and GL accounts need to be converted? Do you have chart-of-accounts history that needs to carry over?

⚙️
Which BookWorks modules you're activating

A wholesale-only implementation is materially different from one that includes Home Heat & Propane, Dispatching, CardLock, and MobileConnect. Each module requires its own setup, data conversion, and training track.

🗺️
Your state and tax complexity

How many states do you report in? How many tax jurisdictions? How are your supplier invoices structured? Tax basis setup is one of the most involved parts of any BookWorks implementation and varies significantly.

🔗
Third-party integrations needed

DTN automation, CardLock networks, ATG systems, MobileConnect, PriceEasy, e-fueling trucks — each integration is scoped, configured, and tested as part of your project plan. Not an afterthought.

Your Implementation Team

Real people. Named contacts.
From kickoff to go-live.

When you start a BookWorks implementation, you get a named team — not a support queue. These are the people who will be on your calls, answering your emails, and walking your team through every step.

PM
Project Manager & Trainer
Project Manager & Trainer

Your project manager and trainer is your main point of contact from day one. She coordinates your entire BookWorks implementation — data conversion, installation, and training — and is the person you call with any project question at any stage. She also leads all training sessions personally.

H&N
Hardware & Networking
Hardware & Networking

Your H&N team manages the technical infrastructure of your implementation — SQL database installation, server setup (on-premise or Cloud), data and application deployment, and DTN and partner integrations. He's responsible for making sure BookWorks is installed correctly, running reliably, and accessible to your team from day one.

J
Jeff
Executive Manager

Jeff is your escalation contact and executive sponsor for the project. If your Project Manager encounters an issue that requires executive decision-making, Jeff is your direct line. He ensures that every BookWorks implementation gets the resources and attention it needs to succeed.

Your team matters too
Successful implementations are a collaboration.

BookWorks implementations work best when the client brings a committed team to the table — particularly a designated project lead who owns internal communication, attends every scheduled meeting, and drives their team's deliverables. We'll tell you exactly who you need and what each person's role will be.

Typical client team roles
Project Lead
Technical Lead
Accounts Payable
Accounts Receivable
Inventory Control
Dispatching
General Ledger
Executive Sponsor

At smaller operations, one person may cover multiple roles — that's fine. What matters is that someone owns each area and is available when their piece of the implementation is in focus.

The General Framework

How every BookWorks
implementation unfolds.

While the specific tasks, timeline, and sequencing are customized for every client, every BookWorks implementation moves through a similar set of phases. Here's what to expect — and who owns what at each stage.

Before we set up anything, we need to understand exactly what we're setting up. Discovery is where we review your existing system, understand your data structure, meet your team, and build the actual project plan with real dates and real owners.

Key
Send Pre-Installation SurveyWe email a detailed setup survey covering your business structure, customer types, pricing methods, tax jurisdictions, and integration requirements. Your answers drive the entire project plan.
Client
Complete & Return SurveyYour project lead completes the survey and returns it with supporting documents — sample supplier invoices, customer invoice formats, current chart of accounts, and any current system exports.
Both
Discovery Call — Current System ReviewWe walk through your current back-office system together: how customers are set up, how taxing works, how pricing is structured, how billing is generated. This is where we identify complexity early.
Both
Hardware & Hosting DecisionWe determine where BookWorks data will reside — on your server (on-premise), a hosted/cloud environment, or remote desktop access. Your H&N team scopes the networking and infrastructure requirements.
Both
Data Conversion ScopingWe review your existing data — GL chart of accounts, vendors, customers, ship-to's, inventory items — and determine what needs to be converted, what needs to be rebuilt, and what templates you'll need to complete.
Key
Build Your Project PlanYour project manager builds your customized project plan: tasks, owners, target dates, milestones, and go-live date. This becomes the shared working document for the entire engagement.

With discovery complete and data templates in hand, we begin converting your foundational data and setting up the BookWorks environment. This phase focuses on the GL, vendors, inventory, and initial tax structure — the backbone everything else depends on.

Client
Export GL Chart of AccountsYour team exports the General Ledger chart of accounts from your current system using the provided CSV template and delivers it to Key.
Client
Export Vendor ListComplete vendor export using the Key-provided template. Include all fuel suppliers, freight carriers, and other AP vendors with contact and payment information.
Key
BookWorks Application & Database SetupYour H&N team installs SQL and the BookWorks application on Key's internal server. Your company logo is configured. Initial system properties, terms, account types, and GL structure are set up.
Key
Data Conversion — GL & VendorsWe convert your GL chart of accounts and vendor list into BookWorks, map GL accounts to the appropriate categories, and configure initial payment terms.
Client
Product Lines & Inventory SubmissionProvide a complete listing of all refined fuels and warehouse inventory you handle — including blended products, blend percentages, terminal pickup points, and consignee numbers.
Both
Initial Tax Basis AssignmentKey walks through your supplier invoices with you to establish the initial tax basis for each fuel product and terminal. This benchmarking step is critical to accurate invoicing from day one.
Client
Send Supporting Invoice SamplesProvide sample supplier invoices (by brand, including all product lines), warehouse supplier invoices, and customer invoice examples for each customer type you bill.
Both
Customer & Ship-To Template ReviewWe review the customer, ship-to, and warehouse inventory export templates together — clarifying field requirements and answering questions before you begin data entry.

With the foundational data reviewed and approved on Key's server, we deploy BookWorks to your production environment and begin configuring the live integrations — DTN data automation being the most significant.

Key
Production Server DeploymentYour H&N team installs SQL and BookWorks on your server (or cloud environment), runs data conversion scripts against your production database, sets up RDS remote access, configures email components, and establishes user accounts and roles.
Both
DTN Contract & Automation SetupYour team contacts DTN to confirm the contract and installation date. Key configures all applicable DTN automation components — pricing (.prn), credit cards (.ccm), BOLs (.bol), supplier invoices (.inv), and EFT drafts (.eft).
Both
First BookWorks Walkthrough — WebinarYour project manager conducts a live webinar walkthrough of BookWorks with your team — reviewing converted GL, vendors, inventory, and tax setup. Your team edits and approves data before we proceed to customer conversion.
Key
Custom Development (if applicable)Any custom software development work agreed to during scoping begins during this phase — custom reports, integrations, or workflow modifications unique to your operation.

This is the most intensive phase — converting your customer data, setting up tanks and routes, configuring operational integrations, and most importantly, benchmarking your billing. We generate sample invoices, supplier bills, and ACH draft notices from BookWorks and compare them against your current system output side by side.

Key
Customer Data ConversionKey converts your customer records, ship-to locations, and customer tax assignments into BookWorks. This is often the largest data set and is handled entirely by Key once your export templates are delivered.
Both
Tanks, Routes & Contracts ReviewWe walk through ATG tank setup, degree-day configurations, delivery routes, and customer contracts (budgets, prebuys, price caps) — reviewing the export templates and clarifying any edge cases in your operation.
Key
Operational Interfacing SetupConfigure all applicable third-party integrations: ATG systems, CardLock networks, PriceEasy, MobileConnect, in-truck delivery partners — ensuring each integration is properly configured before go-live.
Both
Full Benchmarking — Billing & DocumentsWe generate sample customer invoices, supplier invoices, and ACH draft notices in BookWorks and compare them directly to your current system output. This is the critical validation step. We do not proceed to go-live until billing is confirmed accurate.
Both
Second Full Webinar WalkthroughA comprehensive review of all converted data — customers, ship-to's, vendors, suppliers/terminals, GL, inventory, taxing, tanks, routes, and contracts. Your team has the chance to review and correct everything before training.
Key
Dispatching — Delivery Works SetupConfigure Delivery Works dispatching module for your fleet — trucks, routes, driver assignments, ATG integrations, and degree-day settings. This is done in conjunction with your dispatching team.

Training in BookWorks is role-specific — your billing team doesn't sit through dispatching training, and your drivers don't sit through GL sessions. Your project manager designs training segments around the way your team is structured and the workflows each person will actually use.

Key
Training Design & SchedulingYour project manager structures training sessions by role — AR, AP, GL, dispatching, order entry, reporting. Sessions are typically delivered over 2–3 days via webinar, with recordings provided for reference.
Both
Training Sessions — All RolesHands-on training for each team role. Your team works with live data in BookWorks, not a demo environment — so training reinforces the actual workflow they'll use on day one of go-live.
Both
Go-Live DayKey is available by phone and remote session throughout go-live day. Your first orders, deliveries, and invoices run in BookWorks with Key support on standby. Issues are addressed in real time.
Key
Post Go-Live SupportYour project manager and the support team remain closely available in the weeks following go-live — answering questions as your team encounters real-world scenarios, and addressing any edge cases that surface.
Both
First Month-End CloseWe walk through your first month-end close in BookWorks with your controller — GL reconciliation, AR aging, AP aging, and any reporting your management team requires. This is the final milestone of the implementation engagement.
Key
Ongoing Support TransitionAt the conclusion of the implementation, you're transitioned to Key's ongoing support team — the same people who built the software. Your case history and configuration notes travel with you.
Keys to a Successful Implementation

What separates
smooth go-lives from
difficult ones.

After 30+ years of petroleum software implementations, we know exactly what makes the difference. The technical work is our job. The organizational commitment is yours — and it matters more than any software feature.

👤
Your project lead is everything

The single biggest predictor of implementation success is a client-side project lead who is passionate, organized, and empowered to make decisions. They own internal communication, attend every meeting, and drive deliverables on time.

📅
Show up to every meeting

Missing or cancelling scheduled meetings directly extends your timeline and may result in billable time for Key team members who prepared for the session. 24-hour notice is required for cancellations. The calendar is a commitment.

📊
Start with clean data

The quality of your BookWorks setup is directly proportional to the quality of your exported data. If your current system has customer record errors, duplicate vendors, or outdated GL accounts — clean them before we convert them.

📣
Over-communicate, always

If something changes — your timeline, your scope, your internal team — communicate immediately. The projects that run smoothly are the ones where communication is constant. No surprises on either side.

Sample Implementation TimelineYour actual timeline is customized
Discovery
Wk 1–3
3 wks
Data Conv. I
Wk 3–5
3 wks
Deployment
Wk 6–9
4 wks
Data Conv. II
Wk 9–15
6 wks
Training
Wk 12–14+
2+ wks
Go-Live
Wk 14
⚠️

This is a representative timeline only. Your actual implementation may be shorter or longer depending on data complexity, number of modules, number of states, and integration scope. We will agree on your specific timeline during Discovery.

30+
Years of
Implementations
100+
Successful
Go-Lives
0
Generic
Implementations
Migrating from Another Platform?

We've done this
before. Probably
from your system.

If you're moving to BookWorks from PDI/FACTOR, DM2, FuelSmart, or another petroleum ERP, data migration is a first-class part of your implementation — not an afterthought. We know these systems, we know where the data lives, and we know what it takes to bring it over cleanly.

Side-by-side benchmarkingwe generate BookWorks output and compare it directly to your current system before go-live. Numbers match, or we don't go live.

Parallel running periodyour team can run both systems simultaneously during the transition to build confidence before fully cutting over.

Your data belongs to youwe make this explicit in writing. Your data is yours, not ours, at every stage of the process.

Historical data strategywe'll discuss how much history to bring over versus archive, and help you make that decision with a clear understanding of tradeoffs.

Systems We've Migrated From
⚠️
PDI / FACTOR ERP

Acquired by PDI Technologies in 2018. Many FACTOR users are facing forced platform migrations, rising support costs, or unwanted system consolidations.

Migration Experience
⚠️
DM2 / Petroleum Insights

Acquired by PDI in 2018. Vancouver, WA-based platform serving 200–300 petroleum marketers primarily on the West Coast.

Migration Experience
⚠️
FuelSmart / Pinnacle / FireStream

PDI acquired Pinnacle's ERP assets and FireStream WorldWide around 2017. Users on legacy platforms may be experiencing reduced support responsiveness.

Migration Experience
🔄
Custom / In-House Systems

Many petroleum jobbers run on custom-built or legacy systems that are aging out of supportability. We've converted from Access databases, custom SQL applications, and older proprietary platforms.

Migration Experience
Ready to Start?

Let's talk about
what your implementation
looks like.

The first step is a direct conversation about your operation, your current system, and what it would take to get BookWorks running for you — no sales deck, no generic demo. We'll tell you exactly what to expect, how long it will take, and what it will cost.

📧 sales@keyinfotech.com · 1000 S. Old Woodward Ave, Suite 102, Birmingham, MI 48009

Start the Conversation
Tell us about your operation and we'll set up a call with your project manager.

We'll respond within 1 business day. No obligation, no sales pressure.